See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Investment management;... | $73,842 |
Filed as: LOCKTON Service code 16 · EIN 20-8874282 | Consulting | $20,000 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $10,384 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $449 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,796 | $94,621+15.0% | $138,135-21.2% | $73,409+48.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.7%+21.3pp | 72.2%+27.8pp |
| Annual return | 9.30% | 16.57%-7.3pp | 20.51%-11.2pp | 59.29%-50.0pp |
| Employer contribution / active EE | $4,591 | $4,410+4.1% | $5,587-17.8% | $2,234+105.6% |
| Participant deferral / active EE | $5,670 | $6,199-8.5% | $6,431-11.8% | $3,805+49.0% |
| Admin fee / account holder | $234 | $140+67.2% | $11,856-98.0% | $158+48.5% |